ORIX Corporation (IX)

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ORIX Corporation (IX) is up 32.8% since the beginning of the year. At $39 per share, IX is trading just below its 52-week high of $40. Investors who bought $1,000 worth of IX shares 5 years ago would now be looking at an investment worth $2,429.

ORIX Corporation (IX) has returned 32.82% so far this year and 85.02% over the past 12 months. Over the last ten years, IX has had an annualized return of 13.12%, just under the S&P 500 Index benchmark’s 13.75%.

Based on dividend-adjusted daily data since Sep 16, 1998, IX's average daily return is +0.06%, while the average monthly return is +1.24%. At this rate, an investment would double in approximately 4.7 years.

Historically, 55% of months were positive and 45% were negative. The best month was Mar 2009 with a return of +69.8%, while the worst month was Feb 2009 at -54.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, IX closed higher 49% of trading days. The best single day was Mar 23, 2009 with a return of +22.9%, while the worst single day was Feb 23, 2009 at -20.1%.

ORIX Corporation has an annualized alpha of 8.02%, beta of 0.83, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since September 17, 1998.

• This stock captured 124.81% of S&P 500 Index gains and 119.34% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.17 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IX ranks 93 for risk / return — in the top 93% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for ORIX Corporation (IX) and compare them to S&P 500 Index.

ORIX Corporation provided a 1.54% dividend yield over the last twelve months, with an annual payout of $0.60 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for ORIX Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the ORIX Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the ORIX Corporation was 93.82%, occurring on Feb 25, 2009. Recovery took 4138 trading sessions.

The current ORIX Corporation drawdown is 2.78%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of ORIX Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how ORIX Corporation is priced in the market compared to other companies in the Credit Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.